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912 jobs found
14.03.2024
BOA
Bank Of America Life Services Financial Representative United States, Maryland
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
:is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training...
:is a foundational role designed to prepare you for your long term career growth with Bank of America and Merrill. Preparation for the role starts with best in class training...
Executes the bank's risk culture and strives for operational excellence. Drives the client experience. Grows business knowledge and network by partnering with experts in small business, lending and investmentsYou’re a...
Bachelor's degree or equivalent practical experience. 10 years of experience in software sales and account management at an enterprise B2B software company, selling to enterprise accounts or equivalent industry leadership...
Bachelor's degree or equivalent practical experience. 10 years of experience in software sales and account management at an enterprise B2B software company, selling to enterprise accounts or equivalent industry leadership...
Bachelor's degree or equivalent practical experience. 10 years of experience in software sales and account management at an enterprise B2B software company, selling to enterprise accounts or equivalent industry leadership...
Identifies clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams. Focuses daily on service to sales with existing Merrill clients....
Are you a finance professional looking for a job in the tech industry? Expoint is the premier destination for tech-savvy financial representatives.
At Expoint, our goal is to match the specific needs of tech companies with experienced finance professionals who can help them achieve their financial goals. Our financial representatives provide a range of services including financial planning, analysis and forecasting, and risk management.
As a financial representative on Expoint, you would need to have a strong knowledge of accounting concepts, corporate finance, financial markets and investment strategies, and tax planning. You will work closely with senior executives to develop strategic financial plans and forecasts. You must also have excellent organizational, analytical, and communication skills.
In addition, the successful financial representative must be keenly aware of current market trends and competitive analysis. You must have the ability to interpret financial information and develop innovative solutions for our clients. With the use of sophisticated technology, you will be able to measure our clients’ financial performance, illustrate the effects of policy decisions, and recommend effective solutions.
Finally, financial representatives must exhibit strong customer service skills. You must be able to identify clients’ needs and develop relationships that ensure the long-term success of the company.
At Expoint, our financial representatives are the core of our business. If you have the experience, skills, and determination to help drive our mission, join us today!